HAORX – Fund Analysis – Harbor International Core Retirement | Morningstar

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Will HAORX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HAORX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the HAORX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of HAORX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in People Pillar rating is the primary driver of Harbor International Core Retirement's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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